Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,741 | $50,192-14.8% | $108,359-60.6% | $64,728-34.0% |
| Participation rate | 14.3% | 41.8%-27.5pp | 70.1%-55.8pp | 57.9%-43.6pp |
| Annual return | 18.61% | 14.22%+4.4pp | 36.89%-18.3pp | 49.38%-30.8pp |
| Employer contribution / active EE | $245 | $1,117-78.1% | $2,399-89.8% | $2,243-89.1% |
| Participant deferral / active EE | $640 | $1,676-61.8% | $4,137-84.5% | $2,729-76.6% |
| Admin fee / account holder | $2,855 | $2,161+32.1% | $9,741-70.7% | $1,145+149.3% |